All funds listed undergo due diligence by Mercer, adding a layer of independent evaluation to ensure operational robustness and investment validity. CAIS Solutions centralizes management across alts, even for investments initiated externally. This facilitates reporting, compliance document collection, and unified oversight—which is critical as advisor alts adoption grows. Digitized subscription, integrated data flows, document collection, and custodian reporting integrations enable a seamless client experience.
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- Coupons have long been a potent tool in the arsenal of businesses seeking to attract and retain…
- The real money was with defined-benefit pension funds and sovereign-wealth funds, not an independent registered rep with an office in Peoria, Ill.
- Be sure to contact their HR department or hiring managers for their updated work visa policy.
- As the number of publicly traded companies steadily declined over the past decade, investor interest in the private markets has increased markedly.
- The company has issued securities pursuant to exemption provided under Regulation D. The transaction was raised at post money valuation of more than $1,000,000,000.
Unified Execution Across Fund Types
Through CAIS Marketplace, structured solutions, SaaS tools, model portfolios, and educational programs, it offers a differentiated and scalable value proposition. The platform’s integration of ticker-traded interval funds and expansion of model portfolios signal a commitment to meeting evolving advisor needs. Our ideas resonated, and thousands of financial advisors who control trillions of end client capital joined our platform for improved access and efficiency to alternative investments and structured notes.
The company, better known as CAIS, will use the proceeds to invest in technology improvements, enhance customer experience and further digitize its product operations, according to a release. Read our press releases or watch our latest media appearances to learn more about how we’re transforming the alternative investment ecosystem. Grow and diversify your investor base by accessing the independent wealth channel. CAIS complements its fund offerings with independent due diligence provided by Mercer. CAIS is an NFA member with securities offered through CAIS Capital LLC, member FINRA, SIPC.
- CAIS IQ and CAIS Compass continue to expand—Compass now includes AI-driven portfolio summaries and adjustable analytics to assess historical impacts of alternative allocations.
- NEW YORK—-CAIS, the leading alternative investment platform, today announced Ellen Levy and Neal Pawar have joined the company’s Board of Directors.
- Capital Integration Systems, a technology platform that gives independent wealth managers access to alternative investments, announced Tuesday a $225 million funding round that values the company at more than $1 billion.
- If you have a desire to make a tangible impact and a passion for finance, we want to hear from you.
- It plays a crucial role in streamlining financial operations, optimizing resource allocation, and enhancing overall efficiency.
The Culture of CAIS
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Capital Integration Systems (CAIS) is a financial technology platform founded in 2009 that connects financial advisors with alternative investment opportunities. The platform offers due diligence, automated subscription documents, and integrated reporting capabilities. The platform serves capital integration systems thousands of advisor firms representing over $2.5 trillion in network assets. The company has received various industry recognitions, including being named to the Forbes Fintech 50 list. Goldman is making its structured products available to advisers through CAIS.
Dataset Information
This expanded capability launched publicly in late 2023 after internal beta testing. One of the most important challenges for businesses in the 21st century is how to integrate and consolidate their capital across different entities, markets, and jurisdictions. Capital integration is the process of aligning the financial resources, assets, and liabilities of a business with its strategic goals and objectives. Capital consolidation is the process of reducing the complexity and fragmentation of a business’s capital structure by eliminating or minimizing intercompany transactions, duplications, and inefficiencies. Both processes aim to optimize the use of capital, enhance the value of the business, and improve its resilience and competitiveness. Capital Integration Systems LLC (doing business as CAIS) is an American fintech company that provides platform solutions related to alternative investments in the private markets.
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Media AccessMembers of the media who would like further access to the components of this research may click on the icon below or send an email to Sarah Sage. The future trends of capital integration require capital managers to have a broader and deeper understanding of the business, the market, and the regulations. Capital managers need to be more proactive and strategic in planning and executing capital integration and consolidation initiatives, as well as more agile and flexible in adapting to changing circumstances and opportunities. Capital integration refers to the process of combining and consolidating capital across multiple entities.
Additional resources are links or suggestions that you can offer to your readers who want to learn more about the topic or explore related issues. They can enhance the value and usefulness of your blog post and encourage further engagement and discussion. In this section, I will explain how to cite your sources and provide additional resources for your readers in a blog post about capital integration and consolidation.
“We earn our trust every day with advisers,” he said, noting that Goldman offers strong investment products with a clear value proposition to advisers and their clients. Capital Integration Systems LLC, also known as CAIS, a financial technology company, offers an independent and alternative investment platform to the global private banking and wealth management industries. The company’s Web-based interface provides advisors a menu of individual funds, strategy information, independent due diligence reports, and a schedule of manager road-shows and educational events. It serves registered investment advisors, broker-dealers, private banks, and other financial intermediaries. In 2009, CAIS set its sights on leveling the playing field by making alternative investments available to financial advisors everywhere. We built trusted relationships with financial advisors, asset managers, bank issuers, and a broad spectrum of service providers across the wealth management ecosystem.
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